How Accuprime Financial Partners collects, uses, and protects your personal and business information.
Accuprime Financial Partners LLC ("Accuprime," "we," "us," or "our") respects your privacy and is committed to protecting your personal and business information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website at accuprimefinancials.com, contact us, or engage our accounting, bookkeeping, financial reporting, or advisory services.
By using our website or services, you consent to the data practices described in this policy. If you do not agree with our practices, please do not use our website or services.
When you contact us, request services, or engage with us as a client, we may collect:
When you visit our website, we may automatically collect certain technical information including IP address, browser type, device information, pages visited, time spent on pages, and referring website. This information is used solely to improve site performance and is collected through standard server logs and analytics tools.
We use the information we collect for legitimate business purposes including:
We do not sell your personal information. We do not use your information for marketing purposes beyond communications directly related to our services unless you have explicitly opted in.
We collect mobile and landline phone numbers when you provide them through our website contact forms, engagement letters, account onboarding documents, business cards, email signatures, or during direct conversations with our team. Phone numbers are also collected when prospective clients book consultations through our scheduling tools or respond to our outreach communications.
We use the phone numbers we collect for the following purposes:
By providing your mobile phone number to Accuprime, whether through our website, an engagement letter, a consultation booking, or other written or verbal communication with our team, you consent to receive SMS, MMS, and voice communications from us related to the purposes listed above. Message frequency varies based on the nature and stage of your engagement. Standard message and data rates from your wireless carrier may apply.
For marketing or promotional SMS communications (if any), we will obtain your express written consent through a clear opt-in mechanism (such as a checkbox or keyword reply) before sending such messages. Pre-checked boxes are never used.
You may opt out of receiving SMS messages from Accuprime at any time by replying STOP to any text message you receive from us. Other accepted opt-out keywords include END, UNSUBSCRIBE, QUIT, and CANCEL. Capitalization and punctuation do not affect the opt-out. Once you opt out, you will receive a single confirmation message confirming that no further texts will be sent, and we will cease sending SMS communications to your number.
For assistance with our SMS program, reply HELP to any text message from us, or contact us directly at hello@accuprimefinancials.com or 954.820.5157.
To opt out of voice calls or to update your phone communication preferences, contact us using the information at the end of this policy. You may opt out of SMS messages while continuing to receive necessary voice communications regarding your engagement, or vice versa.
Mobile phone numbers and SMS opt-in consent data collected by Accuprime will not be shared with any third parties or affiliates for marketing or promotional purposes. Phone numbers and consent records are kept private and will never be sold, rented, transferred, or otherwise disclosed to third-party marketers under any circumstances.
We may share phone numbers only with subcontractors and service providers who support the operation of our business communications (for example, our VoIP and SMS infrastructure provider, our scheduling platform, or our customer relationship management system). These providers are bound by strict confidentiality obligations and may only use phone numbers for the limited purpose of supporting our service delivery, customer service, technical operations, or compliance with law. They are contractually prohibited from using the data for their own marketing or sharing it with any other party.
Some calls with Accuprime may be recorded for quality assurance, training, recordkeeping, or compliance purposes. Where call recording occurs, you will be notified at the start of the call and given the opportunity to decline. Recorded calls are stored securely and are subject to the same confidentiality and retention practices as other client information described in this policy.
We do not send SMS messages containing prohibited content, including but not limited to: messages related to controlled substances, illegal products or services, hate speech, harassment, phishing, or any content that violates carrier guidelines or applicable law.
We retain records of SMS and voice communication consent, including opt-in date, source, and method, for as long as your phone number is active on our system, and for at least the period required by applicable law (which may extend up to ten years in some jurisdictions). Opt-out records are retained indefinitely to ensure compliance with your stated preferences.
As an accounting and advisory firm, we hold ourselves to the highest standards of professional confidentiality. All information about your business, finances, operations, and strategy that we receive in the course of an engagement is treated as confidential.
Members of our team are bound by professional confidentiality obligations. We do not disclose client information to anyone outside the engagement team without your express authorization, except as required by law, court order, or applicable professional standards.
We maintain professional engagement letters with our clients that further define the confidentiality terms specific to each engagement.
Accuprime does not sell, rent, or trade your personal information, including phone numbers and SMS opt-in consent data, to any third party for marketing or promotional purposes. This commitment applies without exception.
We may share your information only in the following limited circumstances:
Mobile phone numbers and SMS opt-in consent data are subject to additional protections described in Section 04 (SMS, Voice & Phone Communications). These records are never shared with third parties or affiliates for marketing or promotional purposes under any circumstances.
We implement reasonable administrative, technical, and physical safeguards to protect your information against unauthorized access, alteration, disclosure, or destruction. These measures include encrypted file transfer, secure cloud-based document storage, access controls, multi-factor authentication for sensitive systems, and regular security reviews.
However, no method of electronic transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of any login credentials you provide to us and should notify us immediately if you believe an account has been compromised.
We retain client records for as long as necessary to fulfill the purposes for which they were collected and to comply with applicable legal, tax, regulatory, and professional standards. For accounting and tax-related records, this is typically a minimum of seven years following the end of the engagement, consistent with industry standards and IRS recommendations.
After the retention period, we will securely delete or anonymize your information unless we are required by law to retain it longer.
Depending on your jurisdiction, you may have the following rights regarding your personal information:
To exercise these rights, please contact us using the information at the end of this policy. We will respond to verified requests within thirty (30) days. Note that some rights are subject to limitations, including our obligations to retain records under applicable accounting and tax laws.
Our website uses minimal cookies and standard web analytics tools to understand how visitors interact with our site. These tools may collect information such as pages visited, time on site, and referring source. This information is aggregated and does not personally identify individual visitors.
You can configure your browser to refuse cookies or notify you when cookies are sent. Disabling cookies may affect the functionality of certain features on our website but will not prevent you from using the site.
To deliver our services, we use trusted third-party platforms including but not limited to QuickBooks Online, Xero, Bill.com, Salesforce, Paylocity, AxisCare, Fathom, Netlify (web hosting), Google Workspace (email and document collaboration), and Calendly (scheduling). Each of these providers maintains its own privacy policy governing how it handles information. We select providers that meet our security and confidentiality standards.
Our website may link to third-party websites for informational purposes. We are not responsible for the privacy practices of those external sites and encourage you to review their policies before providing any information.
Accuprime operates an offshore-based team headquartered in the Philippines with a US business presence in Chicago, Illinois. Information you provide may be processed in the United States, the Philippines, and the jurisdictions where our cloud service providers operate. By using our services, you consent to these international transfers.
We take steps to ensure that your information receives appropriate protection regardless of where it is processed, including through contractual safeguards with our service providers and adherence to professional confidentiality standards across our team.
Our services are intended for businesses and business operators. We do not knowingly collect personal information from individuals under the age of eighteen. If we become aware that we have inadvertently collected such information, we will delete it promptly.
We may update this Privacy Policy from time to time to reflect changes in our practices, applicable laws, or for other operational reasons. The "Last updated" date at the top of this policy indicates when it was most recently revised. Material changes will be communicated to active clients directly. Continued use of our website or services after changes are posted constitutes acceptance of the revised policy.
If you have questions, concerns, or requests regarding this Privacy Policy or how we handle your information, please contact us: